Skip to content
Disclosery

RETIREMENT GUYS FORMULA LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT GUYS FORMULA LLC on SPY, newest first. How the timeline and the estimate are built.

RETIREMENT GUYS FORMULA LLC held 5,858 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,858 shares
    Change vs previous 13F +176 shares

    1.65% of the 13F portfolio, value $4,374,266.

    13F-HR 0001933059-26-000003 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,682 shares
    Change vs previous 13F -1,122 shares

    1.7% of the 13F portfolio, value $3,695,450.

    13F-HR 0001933059-26-000002 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,804 shares
    Change vs previous 13F -353 shares

    2.12% of the 13F portfolio, value $4,639,785.

    13F-HR 0001933059-26-000001 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,157 shares
    Change vs previous 13F +598 shares

    1.68% of the 13F portfolio, value $4,767,645.

    13F-HR 0001933059-25-000002 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,559 shares
    Change vs previous 13F -1,911 shares

    1.54% of the 13F portfolio, value $4,052,741.

    13F-HR 0001085146-25-003808 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,470 shares
    Change vs previous 13F +5,854 shares

    2.35% of the 13F portfolio, value $4,737,794.

    13F-HR 0001085146-25-002259 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,616 shares
    Change vs previous 13F +14 shares

    0.77% of the 13F portfolio, value $1,533,259.

    13F-HR 0001085146-25-000602 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,602 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,492,792.

    13F-HR 0001085146-24-005018 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).